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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,609 | $102,422-86.7% | $147,117-90.7% | $80,959-83.2% |
| Participation rate | 69.4% | 75.9%-6.5pp | 82.2%-12.8pp | 67.7%+1.7pp |
| Annual return | 12.94% | 135.16%-122.2pp | 420.54%-407.6pp | 35.67%-22.7pp |
| Employer contribution / active EE | $1,612 | $3,717-56.6% | $4,932-67.3% | $2,757-41.5% |
| Participant deferral / active EE | $2,140 | $6,652-67.8% | $8,065-73.5% | $4,300-50.2% |
| Admin fee / account holder | $105 | $7,953-98.7% | $12,993-99.2% | $6,925-98.5% |